Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Winter Park
has
6
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Winter Park,
Florida
have an average of
28
years of experience.
NOTE: The list of vetted financial
advisors in
Winter Park,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Winter Park, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $100,000,000 | $0 | Fee-Based | |
|
Steven Hartman
AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 |
32 Years | $120,000,000 | $500,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 37 Years | $180,000,000 | $500,000 | Not Specified | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 16 Years | Not Specified | $0 | Fee-Based |
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
Orlando Office,
507 West Canton Ave,
Winter Park,
FL
32789
Phone Number
404-313-1388
Stephen Colavito is CIO of San Blas Advisory and Zermatt Private Wealth. Both firms focus on UHNW Individuals and Multi-family Office clients. Stephen is the Chief Investment Officer (CIO) responsible for developing global investment insights and working within the firm(s) to create actionable advice. He also represents San Blas' market views across all channels as a speaker and through the company's research. His career in wealth management and investing spans 30 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wirehouses, Colavito was a short-duration portfolio manager before joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business. Investment shows such as Bloomberg News, Fox Business, and AriseXchange. Colavito is a member of the American Economic Association (AEA) and one of a handful of advisors selected by the Financial Times as part of their Leadership Council. He graduated from Florida International University (FIU) with a Bachelor of Science degree in Finance. Colavito played collegiate tennis at FIU. He is an active church member, husband, and father of three daughters.
San Blas Securities comprises the broker-dealer and three RIA advisory practices. Headquartered in Atlanta and Chicago, its platform includes Capital Markets and an Independent Advisor Network. We comprise a core team of individuals with a proven track record in both fields. SB Advisory and Zermatt Private Wealth are preeminent wealth management firms. We strive to provide exceptional service and personalized solutions to Ultra High Net Worth clients and Multi-Family Offices. Our depth of public and private markets, combined with our deep expertise in investment banking and institutional trading, creates the ability to provide our clients with opportunities that may not be available to most individual investors.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
549 North Wymore Road,
Suite 208,
Maitland,
FL
32751
Phone Number
321-280-9081
Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015. Prior to his association with J.W. Cole, Mr. Hartman was registered with SWS Financial, Bank of America Private Client Group and Chubb Securities. Mr. Hartman holds a Series 7-General Securities License, and has successfully completed the Series 63-Uniform Securities Agent Law Exam and the Series 65-Uniform Investment Advisor Law Exam. He is currently licensed in 12 states. In addition, he has the Life and Health Insurance and Variable Annuities license through the State of Florida. FINRA and the State of Florida have continuing education requirements in order to maintain these licenses. He graduated from the University of Central Florida (B.S.B.A - Finance) and the Graduate School of Bank Management at the University of Virginia. He has been active in the Lambda Chi Alpha Alumni Association, the UCF Golden Knights Club, and his neighborhood homeowner association and Board of Directors. Although living in Central Florida for nearly all his life, Mr. Hartman is an avid Pittsburgh Steelers fan, since being born there. In his spare time, he enjoys traveling, golf, tennis and boating, and his two children and four grandchildren. Having been licensed for over 30 years, Mr. Hartman has witnessed and experienced a vast array of economic conditions and scenarios, as well as a diverse group of clients with their various goals and objectives. It is these experiences and knowledge, coupled with the technology and opportunities in today's marketplace offered thru Privada Wealth Management and J.W. Cole Financial, that make him uniquely qualified to assist his clients with their financial lives.
At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1900 Summit Tower Boulevard,
Suite 230,
Orlando,
FL
32810
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 143767
Series 7, 63, 65
Compensation/Fee Based on Assets
Office Location
6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number
407-248-9647
We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.
Advisory Services Provided:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4865 North Wickham Road,
Suite 108,
Melbourne,
FL
32940
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2211 Ashley Oaks Circle,
Wesley Chapel,
FL
33544
Phone Number
917-502-0936
I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.
We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 31 | 79 | $4,811,361,206 | A percentage of AUM, Performance Based |
|
| 18 | 1168 | $2,764,389,643 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 9 | 1732 | $1,043,473,812 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 90 | 24 | $976,600,000 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 4 | 1 | $588,346,236 | A percentage of AUM, Performance Based |
|
| 4 | 3 | $555,879,186 | A percentage of AUM, Performance Based |
|
| 8 | 1230 | $451,046,673 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 6 | 6 | $400,718,890 | A percentage of AUM, Performance Based |
|
| 5 | 10 | $348,435,394 | A percentage of AUM, Performance Based, Other (SPV EXPENSE FEE) |
|
| 14 | 968 | $345,016,442 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES) |
|
| 2 | 294 | $332,488,972 | A percentage of AUM, Hourly charges |
|
| 3 | 507 | $299,379,933 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 2 | 695 | $235,111,173 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 471 | $227,272,169 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 3 | 346 | $200,041,338 | A percentage of AUM |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
